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Conquest Planning vs. Envestnet Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Conquest Planning
Score 0.0 out of 10
N/A
Conquest Planning's technology delivers prioritized financial strategies to consumers and financial advisors. Its what-if analyses can stress test a plan and discover strategies that address client concerns, or simulate changes in the market and discuss solutions that mitigate financial risk.N/A
Envestnet Platform
Score 7.9 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
Pricing
Conquest PlanningEnvestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Conquest PlanningEnvestnet Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Conquest PlanningEnvestnet Platform
User Ratings
Conquest PlanningEnvestnet Platform
Likelihood to Recommend
-
(0 ratings)
8.0
(0 ratings)
User Testimonials
Conquest PlanningEnvestnet Platform
Likelihood to Recommend
No answers on this topic
It is very well suited for reviewing client proposals, model portfolios and analyzing underlying holdings within various funds and portfolios. Envestnet also creates very clean client reports that are easy to read and understand. We also like Envestnet's proposal tool and have used the various proposal functions and reports when pitching new business.
Verified User
Anonymous
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Pros
No answers on this topic
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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Cons
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  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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Alternatives Considered
No answers on this topic
Envestnet’s platform is very clean and user friendly. They have continued to provide software and platform updates and are open to client feedback and critiques. The portfolio analysis tool is a lot cleaner and more professional compared to other tools like Morningstar Direct and assetmark. Their fund universe is very extensive and with the additions of CITs we’ve been able to leverage the tool more effectively
Verified User
Anonymous
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Return on Investment
No answers on this topic
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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